CHECKLIST

CHECKLIST
ESTIMATION AND PROJECT MANAGEMENT CHECKLIST
PROJECT:
FILE #
CLIENT
AUTHOR
CONTRACT DURATION
FLOOR AREA (SQFT)
DATE PLANS REC'D
MonthDayYear
Date
CLOSING DATE
MonthDayYear
Date
CLOSING TIME
Hour Minutes
AM/PM Option
PROJECT MANAGER
ESTIMATOR
SUPERINTENDENT
QUOTATION TRANSMISSION METHOD:
1. ADMINISTRATIVE REQUIREMENTS
SUPERVISORS AUTHORIZATION TO QUOTE
DIVIDE TASKS ON CHECKLIST IF APPLICABLE
CHEQUE TO OBTAIN PLANS & SPECS
STAMP PLANS & SPECS UPON RECEPTION
VERIFY DRAWINGS LIST
VERIFY CLOSING DATE & TIME
CHECK SPECIFIC CLAUSES RE BONDS: BID, PERFORMANCE, LABOUR & MATERIAL
CHECK SPECIFIC CLAUSES RE BONDS RE INSURANCE
CHECK SPECIFIC CLAUSES RE BONDS RE PENALTY CLAUSE
CHECK SPECIFIC CLAUSES RE BONDS TYPE OF WORK: NIGHT, WEEKEND & PHASES
CHECK SPECIFIC CLAUSES RE TAXES TO BE INCLUDED
CHECK SPECIFIC CLAUSES RE BONDS RE PERMITS
CHECK SPECIFIC CLAUSES RE BONDS RE SEPERATE PRICES
USE COMPANY SEAL
COMPANY RESOLUTION (AUTHORIZATION TO SIGN QUOTATION)
CHECK SPECIFIC CLAUSES RE BONDS RE PENALTY CLAUSE
OTHERS
2. OPEN BLUE FILE
OBTAIN CREDIT CHECK
REQUEST FILE NUMBER (NEW PROJECT FORM)
FILE C/W BEIGE FOLDERS
GREEN SUMMARY SHEET
GENERAL CONDITIONS SHEET
COST ANALYSIS SHEET
3. ESTIMATING ACTIVITIES
CALLING LIST COMPLETE
REPRODUCTION OF PLANS & SPECS
QUANTITY TAKE-OFFS (LABOUR & MATERIAL)
INVITATION TO QUOTE(C/W ALTERNATE PROPOSALS)UNION/NONUNION
INFORMATION PACKAGE FOR SUBS PREPARED
LIST OF QUESTIONS FOR ARCHITECTS/DESIGNER PREPARED
FOLLOW UP TO CONFIRM IF SUBS ARE QUOTING
ANALYZE SUBS PRICES
ANALYZE PRICE WITH LOW SUB
ANALYZE PRICE REDUCTION PROPOSALS
CONFIRM PRICE WITH LOW SUB
CONFIRM DELIVERY DATE OF MATERIALS WITH SUBS
4. CLOSING OF JOB
(WITH SUPERVISOR)
TARGET: CLOSE JOB 2 HOURS BEFORE TENDER DUE
APPOINTMENT WITH SUPERVISOR
CALCULATOR TAPE
IDENTIFICATION OF COMPETITORS
EVALUATION OF CLIENT / MARK-UP STRATEGY
PRICING ADVANTAGES & DISADVANTAGES
ALTERNATIVES & SUBSTITUTIONS
FILL COST ANALYSIS SHEET FORM
CONTENTS OF BID PACKAGE: LETTER OF QUOTATION (PROOFREAD & SIGN)
CONTENTS OF BID PACKAGE: TENDER FORM (PROOFREAD & SIGN, USE COMPANY SEAL)
CONTENTS OF BID PACKAGE: COMPANY RESOLUTION (AUTHORIZATION TO SIGN QUOTATION)
CONTENTS OF BID PACKAGE: ANNEXES (LIST OF ADDENDA )
CONTENTS OF BID PACKAGE: BID BOND
CONTENTS OF BID PACKAGE: LETTERS OF INTENT: PERFORMANCE, LABOUR & MAT’LS BONDS
CONTENTS OF BID PACKAGE: CONTRACTOR’S LICENSE
CONTENTS OF BID PACKAGE: PROOF OF INSURANCE
CONTENTS OF BID PACKAGE: OTHER
MAKE A COPY OF ALL TENDER DOCUMENTS FOR BLUE FILE
IF QUOTING BY FAX, CONFIRM RECEPTION BY PHONE
CONTENTS OF BID PACKAGE: COMPANY RESOLUTION (AUTHORIZATION TO SIGN QUOTATION)
5. FOLLOW UP OF QUOTATIONS
PUBLIC TENDERS : BID OPENING ATTENDANCE
PUBLIC TENDERS: BID RESULTS FORM FILLED IN
PRIVATE TENDERS : COMMUNICATION WITH ARCHITECT, DESIGNER OR CLIENT
BID RESULTS FORM FILLED IN
REASON FOR NOT GETTING THE JOB
GIVE COPY OF BID RESULTS FORM & THIS PAGE TO YOUR SUPERVISOR
Should be Empty:

CHECKLIST

1. ADMINISTRATIVE REQUIREMENTS

2. OPEN BLUE FILE

3. ESTIMATING ACTIVITIES

4. CLOSING OF JOB

5. FOLLOW UP OF QUOTATIONS